LHA Capital Partners provides investment advice tailored to clients' needs and objectives. They offer discretionary portfolio management, where they make investment decisions without needing client approval for each transaction. They also provide financial consulting on topics like risk assessment and investment planning. Portfolio monitoring is offered as a complimentary service to portfolio management and financial consulting clients.
Fee Structure
LHA Capital Partners' annual fee for portfolio management and financial consulting ranges from 1.0% to 1.5% of the value of your portfolio. The specific fee depends on the size of your portfolio, the scope of the engagement, the complexity of services, and the level of administration requested. The fee is billed quarterly in advance, based on the portfolio balance at the end of the previous quarter. This fee may be negotiable.